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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,526 | $176,402-82.7% | $134,162-77.2% | $158,982-80.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -6.11% | 63.66%-69.8pp | 36.35%-42.5pp | 302.99%-309.1pp |
| Employer contribution / active EE | $1,096 | $5,042-78.3% | $3,705-70.4% | $4,763-77.0% |
| Participant deferral / active EE | $3,411 | $4,093-16.7% | $3,500-2.5% | $5,983-43.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |